MWA
Muirfield Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
18,243
+276
| +2% | +$13.1K | 0.69% | 31 |
|
|
2025
Q1 | $750K | Buy |
17,967
+116
| +0.6% | +$4.84K | 0.64% | 33 |
|
|
2024
Q4 | $785K | Buy |
17,851
+72
| +0.4% | +$3.16K | 0.65% | 38 |
|
|
2024
Q3 | $705K | Buy |
17,779
+1,294
| +8% | +$51.3K | 0.6% | 41 |
|
|
2024
Q2 | $656K | Buy |
16,485
+254
| +2% | +$10.1K | 0.62% | 40 |
|
|
2024
Q1 | $615K | Hold |
16,231
| – | – | 0.59% | 40 |
|
|
2023
Q4 | $547K | Buy |
+16,231
| New | +$547K | 0.58% | 38 |
|